Reading, England, (27th July 2015) – Discover the World, one of the UK’s leading specialist tour operators has selected Workbooks.com’s cloud CRM system to roll out across its business.

Initially Discover the World were looking for a CRM solution to reduce the time their marketing team were spending on administrative tasks such as reporting and creating campaigns. They were also looking for a single view of a customer and after shortlisting two vendors they selected Workbooks.com.

Simon Bradley, Head of IT and Projects of Discover the World commented...

Gurjeet Dhillon, Managing Director of Campaign Master (UK) Limited commented: “Workbooks identified a significant gap in the market for a comprehensive CRM solution which does far more than sales management...

At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for July's tips.

Important Import message – Do not forget the final step! – After your Import has finished running and you have spot checked the results, it is important to complete the process and lock in your changes by either approving or rejecting your Import....

At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for June's tips.

We all know that retaining customers is easier than finding new ones, but do you really know if your existing customers are happy campers, a little bit grumpy or down right mad about the products or services you provide?

At Workbooks we use a simple but effective traffic lights system to keep track of customer sentiment. Customers are marked as either Red, Amber or Green.

Reading, England, 15th June 2015 - Workbooks, one of the fastest growing providers of web-based CRM and business applications, has been recognised as having the highest customer satisfaction rating and rated a high performer by G2 Crowd, the trusted site for enterprise software reviews. G2 Crowd named Workbooks a High Performer in its Grid for CRM. The Grid by G2 Crowd helps businesses select the best CRM software based on insights aggregated from independent customer reviews and social data.

Is customer service the weak link in your business model? Why create a slick and sophisticated sales and marketing model to acquire customers, only to lose them as a result of a bad customer services experience? Good customer service is essential to:

Improve retention rates.

Ensure customers make the best use of a product or service.

Identify opportunities for cross-selling or up-selling, especially for consultancy or professional services.

An effective CRM should be at the heart of all of these activities - but how many...

At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for May's tips.

Massively reduce search times with ‘exact match’ – The search functionality in Workbooks is a powerful tool that not only finds exact matches with the text you input, but also finds additional records you may be looking for. If you would like a search to only return...

What’s great about Workbooks is that I am not forcing change, instead it gives the SMTA employees the tool they need to embrace change and take ownership of how Workbooks can help make their jobs more efficient.” Malcolm McRobert, Business Development Manager, The Scottish Motor Trade Association.